Custom Model Assets Are Growing Custom Model Portfolios: What They Are and How They Work How to Customize Portfolio Allocation Models Do’s and Don’ts of Customizing Asset-Allocation Models Our Top ...

Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

A lot of conventional wisdom regarding investing and wealth management has been questioned over the past couple of years. The best example is the traditional 60/40 portfolio. In the last couple of ...

Alternative assets have become an increasingly important component of model portfolios, offering investors unique opportunities to invest in private market assets that are typically available only to ...

David Schassler is the head of multi-asset solutions at VanEck. He offers a comprehensive perspective on market trends, asset allocation and strategy analysis. As the head of multi-asset solutions ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

RIA aggregators, broker/dealers and TAMPs are displaying a growing preference for custom model portfolios—and asset managers offering model portfolios are making this a priority, according to the July ...

While the share of AUM financial advisors allocate to model portfolios has risen modestly in the past few years, there has been a significant change in how advisors use the models, according to the ...

Gauthron, founder and CEO of Kwanti, stops by the Financial Planning Podcast this week to talk about time, confidence and portfolio management. Formerly a software engineer working exclusively in the ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

The model portfolio aims to generate $10,000 annually with a $106,231 investment, averaging a 9.42% yield. It includes various sectors including business development companies, real estate, bonds, ...